I’ve been building a portfolio of individual stocks and would like to get some constructive feedback on my holdings.

I’m mainly interested in long-term investing, and some stocks are for swing trading. I’m trying to understand whether the original investment thesis behind these companies still makes sense and which businesses deserve further research.

Current holdings:

Stock	Qty	Avg. Price	Current Price
Aarti Pharmalabs	100	₹899.95	₹834.15

TTK Healthcare	55	₹1,055.00	₹1,099.10
Refex Industries	100	₹326.00	₹297.05
Zydus Wellness	50	₹549.00	₹492.70
Laurus Labs	50	₹1,527.50	₹1,801.80
Nippon India ETF Gold BeES	61	₹128.70	₹125.73
Morepen Labs	85	₹61.47	₹88.42
Birlasoft	100	₹310.00	₹305.90
Praj Industries	100	₹341.00	₹340.50
Man Infraconstruction	100	₹106.09	₹109.99

Based on the prices shown in my portfolio, the total invested amount is approximately ₹3.73 lakh, with the current value around ₹3.79 lakh.

I’m not concerned about a few percentage points of short-term gains/losses. What I’m trying to understand is the quality and long-term potential of the businesses.

For those who follow these companies:

• Which businesses do you think have a strong long-term fundamental case?
• Which ones have deteriorating fundamentals or a weaker thesis?
• Are there any holdings where the valuation looks concerning?
• Are there any stocks here that you would personally research more deeply before continuing to hold?
• Is having 9 individual stocks + a Gold ETF reasonable, or am I spreading my attention too much?

I’m not looking for direct buy/sell calls or personalized investment advice. I’d mainly appreciate the reasoning behind your views, fundamentals, earnings growth, debt, cash flow, valuation, competitive advantage, industry outlook, etc.

I’ve attached my portfolio screenshot for reference.

If you own any of these stocks, what is your investment thesis for holding them?

I started investing in mutual funds in January 2026 and have been doing a total SIP of ₹10,000/month.

After around 8 months, my portfolio is currently:

• Invested: ₹70,496
• Current value: ₹72,654
• Total return: +₹2,158 (+3.06%)
• XIRR: 10.24%

My current monthly allocation is:

Fund	Monthly SIP	Allocation
UTI Nifty 50 Index Fund – Direct Growth	₹3,500	35%
UTI Nifty Next 50 Index Fund – Direct Growth	₹2,000	20%
Motilal Oswal Nifty Midcap 150 Index Fund – Direct Growth	₹2,000	20%
Parag Parikh Flexi Cap Fund – Direct Growth	₹1,500	15%
Gold ETF	₹1,000	10%
Total	₹10,000	100%

My profile

• Age: 28
• Risk appetite: Aggressive
• Goal: Long-term wealth creation
• Investment horizon: Long term (5 years)
• Platform: Groww
• Plan: Direct Growth
• Equity/Gold allocation: 90% equity / 10% gold

Why I selected these funds

• Nifty 50: Core large-cap/index exposure
• Nifty Next 50: Additional growth potential
• Nifty Midcap 150: Mid-cap exposure
• Parag Parikh Flexi Cap: Active/flexible allocation across market caps
• Gold ETF: Diversification outside equity

I know 8 months is too short to judge mutual funds based on returns, so I'm not trying to chase the highest-performing fund.

What I want to understand is whether the overall portfolio structure and allocation make sense for a 5 year horizon.

Questions

1. Is this portfolio reasonably diversified, or is there too much overlap between Nifty 50, Next 50, Midcap 150 and Parag Parikh Flexi Cap?
2. Are the 35% Nifty 50 / 20% Next 50 / 20% Midcap / 15% Flexi Cap / 10% Gold allocations reasonable?
3. Should I continue all four equity funds, or would you simplify it to 2–3 funds?
4. Is 20% allocation to Nifty Next 50 and 20% to Midcap 150 too aggressive?
5. Is keeping 10% in a Gold ETF reasonable for the long term?
6. If you were investing ₹10,000/month with a 10+ year horizon, would you keep this allocation or change it?

I'm mainly looking for constructive feedback on the portfolio structure, fund overlap and allocation, rather than advice based only on the last 8 months of returns.

Thanks!

https://preview.redd.it/uykxpz3sy5kh1.png?width=1030&format=png&auto=webp&s=02f7d57e1a2a337bf7a3165afa3af39ebd5bdada

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Thanks…

So I never thought I’d post here about building a PC, but I’m super excited! 🎉 Here’s what I already have:

• CPU: Ryzen 9 9900X
• GPU: RX 7800XT 16GB
• RAM: 2\*16GB DDR5 6000MHz CL36
• SSD: 512GB

My main use is gaming (priority #1), then streaming (#2), and finally video editing (#3) (CapCut).

Now I need help choosing the remaining parts:

• Motherboard – budget around ₹15,000 INR
• Cabinet – budget around ₹5,000 INR
• PSU – looking for something reliable but not overpriced

Here’s my current build:

• CPU: Ryzen 9 9900X
• GPU: RX 7800XT 16GB
• RAM: 2*16GB DDR5 6000MHz CL36
• SSD: 1TB
• HDD: 10TB (so storage isn’t a concern)

Main usage: gaming (priority #1), then streaming (#2), and video editing (#3) (CapCut). I picked up the 9900X because I got it at a good price.

Now I need help choosing the remaining parts:

• Motherboard – budget around ₹15,000
• Cabinet – budget around ₹5,000
• PSU – looking for something reliable but not overpriced

Here’s my current build:

• CPU: Ryzen 9 9900X
• GPU: RX 7800XT 16GB
• RAM: 2*16GB DDR5 6000MHz CL36
• SSD: 512GB
• HDD: 10TB (so storage isn’t a concern)

Main usage: gaming (priority #1), then streaming (#2), and video editing (#3) (CapCut). I picked up the 9900X because I got it at a good price.

Now I need help choosing the remaining parts:

• Motherboard – budget around ₹15,000
• Cabinet – budget around ₹5,000
• PSU – looking for something reliable but not overpriced

So I never thought I’d post here about building a PC, but I’m super excited! 🎉 Here’s what I already have:

• CPU: Ryzen 9 9900X
• GPU: RX 7800XT 16GB
• RAM: 2*16GB DDR5 6000MHz CL36
• SSD: 512GB

My main use is gaming (priority #1), then streaming (#2), and finally video editing (#3) (CapCut).

Now I need help choosing the remaining parts:

• Motherboard – budget around ₹15,000 INR
• Cabinet – budget around ₹5,000 INR
• PSU – looking for something reliable but not overpriced

So I never thought I’d post here about building a PC, but I’m super excited! 🎉 Here’s what I already have:

• CPU: Ryzen 9 9900X
• GPU: RX 7800XT 16GB
• RAM: 16GB DDR5 6000MHz CL36
• SSD: 512GB

My main use is gaming (priority #1), then streaming (#2), and finally video editing (#3) (CapCut).

Now I need help choosing the remaining parts:

• Motherboard – budget around ₹15,000 INR (~$158 USD)
• Cabinet – budget around ₹5,000 INR (~$53 USD)
• PSU – looking for something reliable but not overpriced

Want to Buy 16GB DDR5 Desktop RAM
Location: Hyderabad

I’m building my very first PC and I already have a Sapphire AMD Radeon 16GB GPU and a Ryzen 9 9900X processor. Now I need to buy the remaining parts (motherboard, RAM, PSU, case, storage, etc.), but I want to keep it budget-friendly without bottlenecking my setup.

Since this is my first build, I’m not sure what price range I should aim for with the rest of the peripherals. Any suggestions or guidance on balancing performance and cost would be super helpful!

Thanks in advance 🙏